Investment adviser firms in LAKEWOOD, Colorado
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- BAM WEALTH MANAGEMENT LLCCRD 330237 · LAKEWOOD, CO$201,993,089.00Regulatory AUM · August 2026
- BASON ASSET MANAGEMENT LLCCRD 165450 · LAKEWOOD, CO$848,804,132.00Regulatory AUM · August 2026
- EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLCCRD 298843 · LAKEWOOD, CO$475,955,267.00Regulatory AUM · August 2026
- FINANCIAL SECURITY MANAGEMENT, INCCRD 116570 · LAKEWOOD, CO$611,525,004.00Regulatory AUM · August 2026
- HINDS FINANCIAL GROUP INCCRD 129971 · LAKEWOOD, CO$536,898,649.00Regulatory AUM · August 2026
- INNOVATIVE FINANCIAL, LLCCRD 127469 · LAKEWOOD, CO$105,290,978.00Regulatory AUM · August 2026
- LEGACY WEALTH PARTNERS, LLCCRD 333032 · LAKEWOOD, CO$646,023,157.00Regulatory AUM · August 2026
- MATTERN CAPITAL MANAGEMENT, LLCCRD 299342 · LAKEWOOD, CO$1,073,680,572.00Regulatory AUM · August 2026